A sales rep gets in touch with the prospect in a number of ways. Every such meeting, call and interaction is a sales activity.
If your Admin has configured different types of sales activity for your Freshsales account, you as a sales rep can use these activities to keep note of these meetings.
By default, Freshsales offers a set of activities—tasks, appointments and call logs.
Apart from these your Admin can add custom activities that are often used for your business.
Note: Only an Admin can configure sales activities from the Freshsales for web app.
After which these activities can be used by you in your Freshsales android app.
How to add a sales activity?
- Login to your account and click the Add Activity icon from the quick add + button of a Lead, Contact, Account or Deal details page.
Note: If your Admin has not added any custom activity, this option doesn’t appear at all.
Enter the details in the Activity tab that opens. The Owner field is pre-filled and can be edited before saving the activity.
You can choose the activity type from this screen.
After you’re done with adding all details, Save the activity.
Where can I see all the saved activities?
Activities once saved are added to the Lead, Contact, Account or Deals’ details page.
You can view all activities related to a particular entity from the Activities section.
To help you get more context, the activities get listed in a chronological order.
Click on a particular activity to see the details—Owner, description, date, etc.
You can edit or delete the activity from here.